Relationship Manager

Company Description Bandhan Life is a life insurance company focused on making protection solutions easy to understand, simple to buy, and straightforward to claim. The organization combines digital accessibility with a strong commitment to empowering ambitions and securing dreams for individuals and families across India. Team members are encouraged to pursue entrepreneurial thinking, achieve success in diverse environments, and continuously grow in their careers. Bandhan Life is actively reshaping the future of life insurance in India while building trust and financial security for millions of policyholders. The company offers opportunities to work, collaborate, and grow with a mission-driven team dedicated to a more secure tomorrow.
Role Description The Relationship Manager role at Bandhan Life is a full-time, on-site position based in Kolkata. The Relationship Manager will build and maintain strong relationships with customers, understand their financial protection needs, and recommend suitable life insurance solutions. Day-to-day responsibilities include managing a portfolio of clients, conducting regular check-ins, handling queries and service requests, and supporting policy renewals and claims-related guidance in coordination with internal teams. This role involves working closely with sales and operations to ensure a smooth customer journey, maintaining accurate records in company systems, and meeting assigned service and business development goals. The Relationship Manager is expected to represent Bandhan Life’s values, provide a high standard of customer experience, and contribute to the company’s growth in the region.
Qualifications
Customer relationship management and client servicing skills, with the ability to build trust and long-term partnerships.
Sales and business development capabilities, including prospecting, cross-selling, and achieving assigned targets in a structured manner.
Strong communication and interpersonal skills for engaging with diverse customers, explaining insurance products clearly, and resolving concerns.
Organizational and time management skills to handle multiple client accounts, follow up on actions, and maintain accurate documentation.
Basic financial literacy and understanding of insurance or financial services; prior experience in life insurance or banking is an advantage.
Comfort using digital tools, CRM systems, and standard office software to manage client data and reports.
Bachelor’s degree in any discipline, preferably in business, finance, or related fields.
Ability to work on-site in Kolkata, demonstrate integrity, and align with Bandhan Life’s mission of securing financial futures.

Work arrangement
No